D.C. ADVISORS

Brock Jolly CFP, CLU, ChFC, CLTC, CASL, CFBS

In early 2000, when Brock Jolly launched his financial planning career, he – like so many business owners – had a grand vision.

He sought to develop a collaborative approach to wealth management that would wholly address a client’s financial picture. He was resourceful, creative, and independent, and knew he would eventually figure out how to make his dream a reality.

Brock began presenting adult education seminars on college funding strategies. Over the course of the past fifteen years, he has perfected the art of developing educational seminars to make complex financial topics accessible to wide audiences. Brock’s college funding seminar teaches parents how to help pay for college for their kids without sacrificing their own retirement savings.

Brock’s vision of the business would come to fruition in 2014, when he partnered with Gerald Radican and Colin Kimpel, two industry veterans, to form Veritas Financial. “We merged three varied practices to help a broader set of clients with a deeper set of solutions,” Brock explains. He excitedly adds, “Veritas Financial allows us to build something that is much bigger than the sum of our three practices, and allows our clients to truly benefit from the synergies of partnership.”

Brock graduated from the University of Virginia in Charlottesville, Virginia in 2000. He is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), and holds many other industry designations, including Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Certified Family Business Specialist (CFBS®).

Brock has been recognized as a top performer within the industry. In 2011, he was named the national NAIFA Young Advisor Team Leader of the Year. From 2012 to 2014, he served as the chairman of NAIFA’s Investment Committee, where he worked closely with NAIFA leadership to manage the association’s reserve account. In 2014, he was elected by his peers to serve as a National Trustee for NAIFA—the youngest trustee ever elected. In 2015, Brock was awarded the Legacy Award by the Greater Washington Foundation of Insurance and Financial Advisors in recognition for his longstanding service to the Foundation, the financial services industry, the highest standards of professional conduct, and unselfish community service.

In his spare time, Brock enjoys traveling, distance running and playing ice hockey. He lives in Arlington, Virginia with his wife, Lauren, their young son, Bryson, and a rescued pit bull, Chico.

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Colin Kimpel

While growing up in and around the financial services industry, Colin Kimpel was determined to forge his own path and not follow into his father’s footsteps.

The proximity to his father’s work, however, left an indelible impression as to the positive impact that financial planning can have on people’s lives.

He then met a financial advisor, approximately his own age, who shared with him his perspective on the business. “It was different, to hear it from a peer versus from my parent,” Colin recalls of that life changing conversation. “I realized that I had the opportunity to do interesting work, and play a significant role in guiding people toward a better financial future.” It took time and perseverance to build a financial services practice, but Colin was committed to his goal. Several years in, he took stock of what he had learned: “I found I really enjoy working with business owners, I love the big picture approach of financial planning, and I absolutely love educating people,” he sums up.

With this level of self-awareness and insight, Colin has been able to steer the growth of his practice in a way that is both personally fulfilling and which yields optimum impact on his clients’ lives. Colin has also played an important role in shaping the way Veritas Financial clients experience the financial planning process. “We work with business owners, executives and their families,” he explains. “The common denominator is that our clients know they need expert help, and they seek to delegate some of the heavy lifting to us, while still retaining oversight of their financial picture,” he adds.

Colin is a graduate of the University of Massachusetts at Amherst. He is a Certified Financial Planning Professional (CFP®) and a Certified Family Business Specialist (CFBS). He is actively is involved in Leadership Greater Washington and in EODC, the Entrepreneurship Organization for business owners in the DC area, where he is also a board member. In addition, Colin volunteers on two non-profit boards concerned with children’s wellbeing and education: For Love of Children (FLOC) which provides after-school programs to underprivileged children, and Alternative Paths Training School, a school for developmentally disabled children.

Outside of work, Colin is an avid automobile racer, triathlete and a big fan of live music and sporting events. He resides in Bethesda, MD, with his wife, Suzanne, and their three young children.

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Gerald Radican, CLU, ChFC, CLTC, CFBS

Gerald provides financial concierge service to business owners and key executives.

Back in college, if you had asked Gerald Radican if he could imagine a career in the insurance industry, the instant response would have been a resounding “no!” Yet in the summer of his junior year, Gerald was offered an internship to work with his brother-in-law, who was then building a financial services practice in the DC area. Little did Gerald know at the time that his brother-in-law had a hunch he would be good at this business – and that there really was no internship program. “He thought if I only got a taste of it, I might like it and stay,” laughs Gerald.

That hunch proved to be right on the mark: Gerald was a natural fit, and was licensed as a broker even before he graduated from college. “It was truly a great decision to get into this business and to this day, I am thankful for the guidance I received,” he says.

Now in its third decade of operation, Gerald’s insurance practice continues to thrive. He attributes the strength of his practice to a commitment to building long term relationships with his clients. “If I can provide suitable advice and excellent service that gets people closer to their financial goals, I’m doing my job,” he says.

Gerald assists clients with diverse insurance needs, ranging from personal life insurance to executive benefits. Clients experience a comprehensive approach – including wealth management and financial planning – offered through the partners at Veritas Financial, while taking advantage of Gerald’s particular subject matter expertise in risk management and his personal attention to their specific needs. “I help my clients address the financial issues in their lives that they know they should, but for any number of reasons don’t have the time or desire to,” Gerald explains.

Gerald earned his Bachelor’s degree in Economics from Radford University. He is a member of the National Association of Insurance and Financial Advisors and the Greater Washington Society of Financial Service Professionals.

Outside of work, Gerald enjoys spending time with his family, traveling and coaching sports. He resides in Lansdowne, Virginia, with his wife, Michele and their two children.